Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

lead duplication

(0) ShareShare
ReportReport
Posted on by 65

Hi I was trying to import from CSV for a specific topic in LEAD to update one specific field but the result was one new lead was created in addtion. Can this avoid duplitation somehow?

Thanks,

Ryoji

  • ryojii Profile Picture
    ryojii 65 on at
    RE: lead duplication

    Steve thank you will try to check it whether Excel updates.

    Thanks,

    Ryoji

  • Verified answer
    RE: lead duplication

    Hi ryojii,

    If you want to update a field in Lead, please import it from excel:

    pastedimage1654154676254v1.png

    And please set Allow Duplicates to No:

    pastedimage1654154776094v2.png

    Because CSV can only be used to import new records but not to update existing records.

    Please refer to this thread:

    community.dynamics.com/.../trying-to-insert-update-custom-entity-rows-from-csv-via-data-management

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans